Pettee Investors’s Ameriprise Financial AMP Stock Holding History

Pettee Investors’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$551K	Hold	1,200	–	–	0.27%	75
2026 Q1	$570K	Hold	1,200	–	–	0.29%	75
2025 Q4	$588K	Hold	1,200	–	–	0.33%	71
2025 Q3	$590K	Hold	1,200	–	–	0.32%	76
2025 Q2	$640K	Sell	1,200 -250	-17%	-$124K	0.38%	66
2025 Q1	$702K	Sell	1,450 -700	-33%	-$367K	0.42%	68
2024 Q4	$1.14M	Hold	2,150	–	–	0.58%	55
2024 Q3	$1.01M	Hold	2,150	–	–	0.49%	62
2024 Q2	$918K	Hold	2,150	–	–	0.44%	69
2024 Q1	$943K	Hold	2,150	–	–	0.4%	70
2023 Q4	$817K	Sell	2,150 -250	-10%	-$85.7K	0.36%	74
2023 Q3	$791K	Hold	2,400	–	–	0.38%	75
2023 Q2	$797K	Hold	2,400	–	–	0.36%	76
2023 Q1	$736K	Hold	2,400	–	–	0.35%	78
2022 Q4	$747K	Hold	2,400	–	–	0.37%	75
2022 Q3	$605K	Hold	2,400	–	–	0.33%	82
2022 Q2	$570K	Hold	2,400	–	–	0.28%	87
2022 Q1	$721K	Hold	2,400	–	–	0.32%	87
2021 Q4	$724K	Hold	2,400	–	–	0.3%	86
2021 Q3	$634K	Hold	2,400	–	–	0.3%	84
2021 Q2	$597K	Hold	2,400	–	–	0.28%	88
2021 Q1	$558K	Hold	2,400	–	–	0.27%	88
2020 Q4	$466K	Hold	2,400	–	–	0.25%	87
2020 Q3	$370K	Hold	2,400	–	–	0.21%	93
2020 Q2	$360K	Hold	2,400	–	–	0.22%	92
2020 Q1	$246K	Hold	2,400	–	–	0.18%	98
2019 Q4	$400K	Hold	2,400	–	–	0.23%	95
2019 Q3	$353K	Hold	2,400	–	–	0.22%	103
2019 Q2	$348K	Hold	2,400	–	–	0.22%	100
2019 Q1	$307K	Hold	2,400	–	–	0.19%	102
2018 Q4	$250K	Sell	2,400 -600	-20%	-$75.3K	0.18%	102
2018 Q3	$443K	Hold	3,000	–	–	0.26%	95
2018 Q2	$420K	Hold	3,000	–	–	0.26%	95
2018 Q1	$444K	Hold	3,000	–	–	0.28%	98
2017 Q4	$508K	Hold	3,000	–	–	0.31%	89
2017 Q3	$446K	Hold	3,000	–	–	0.29%	94
2017 Q2	$382K	Hold	3,000	–	–	0.34%	49
2017 Q1	$389K	Hold	3,000	–	–	0.35%	47
2016 Q4	$333K	Hold	3,000	–	–	0.32%	49
2016 Q3	$299K	Hold	3,000	–	–	0.29%	55
2016 Q2	$270K	Hold	3,000	–	–	0.26%	56
2016 Q1	$282K	Buy	3,000 +500	+20%	+$44.8K	0.29%	51
2015 Q4	$266K	Hold	2,500	–	–	0.26%	52
2015 Q3	$273K	Hold	2,500	–	–	0.29%	47
2015 Q2	$312K	Hold	2,500	–	–	0.3%	44
2015 Q1	$327K	Hold	2,500	–	–	0.32%	46
2014 Q4	$331K	Hold	2,500	–	–	0.32%	46
2014 Q3	$308K	Hold	2,500	–	–	0.3%	47
2014 Q2	$300K	Hold	2,500	–	–	0.27%	48
2014 Q1	$275K	Hold	2,500	–	–	0.26%	48
2013 Q4	$288K	Buy	+2,500	New	+$258K	0.27%	47

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Pettee Investors's AMP Position: Q2 2026 in Review

Pettee Investors held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,200 shares worth $551K. The position accounts for 0.27% of the portfolio, ranked #75.

Pettee Investors first reported a position in AMP in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.14M in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Pettee Investors held 1,200 shares of Ameriprise Financial worth $551K as of Q2 2026.
Pettee Investors left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.27% of Pettee Investors's portfolio in Q2 2026, its #75 holding.
Pettee Investors first reported a position in Ameriprise Financial in Q4 2013 and has held it in 51 quarters since.
Pettee Investors's Ameriprise Financial position peaked at $1.14M in Q4 2024.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.